Articles, Tips & Media Releases

Articles, Tips & Media Releases2019-08-20T08:31:46+10:00

User Reports

By |July 16th, 2019|

Which of these do you find the most frustrating? Manually re-entering information for recurring events? Having to remember these recurring events? Manually updating data for reports? Manually generating these reports?

Generating FDS

By |July 2nd, 2019|

Now more than ever, adviser fees are being scrutinised by regulators and clients alike. So, how do you ensure your fees stand up to scrutiny?

Marketing to your clients

By |June 28th, 2019|

Leveraging old and new media - How can you stand out in the highly competitive, crowded financial planning market? How can you build your reputation and your client list? Here are 6 rules for using new digital media to still deliver personalised service.

Professional Planner Article

By |June 26th, 2019|

For new technology to actually benefit advice practices, principals need to make sure they show leadership by communicating what it’s for and the strategy behind it, according to CCUBE Integrated Wealth chief executive Nathan MacPhee.

Revenue Reporting

By |June 25th, 2019|

The Revenue Reporting function built into CCUBE gives your advice practice a new level of clarity and control. It reveals every dollar with newfound transparency.

Service Packages

By |June 18th, 2019|

CCUBE Service Packages provide unequalled transparency for financial advisers and their clients, ensuring your service stands up to regulatory scrutiny.

Out of the box templates

By |June 14th, 2019|

CCUBE software comes preloaded with everything today’s financial adviser needs - workflows, user reports, tables, charts, templates & service packages.

Old habits die hard

By |June 12th, 2019|

Changing software only works when you can also change ingrained habits. Here are 6 simple steps that will ensure that new software delivers the benefits promised.

Pipeline reporting

By |June 5th, 2019|

Wouldn’t it be helpful to practice management if you could quickly check the status of any milestone for any task and any client? You asked for it. We built it.

Workflows

By |June 4th, 2019|

CCUBE workflow management lets financial advice teams assign activities, select options, make decisions & reach milestones following company processes.

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